Notes & Tags - Organize Your Schedules and Sequences

Keep your scheduling workflow organized with the new Notes & Tags feature. Add context to your schedules and group them for easy filtering.

What's New?

Notes

Add free-text notes to any scheduling or sequence. Perfect for:

• Reminders: Note why a specific theme change was scheduled
• Team communication: Leave context for colleagues
• Campaign tracking: Document which marketing campaign a schedule belongs to

Notes are visible when editing a scheduling or sequence, helping you maintain clarity even with dozens of scheduled changes.

Tags

Create custom tags to categorize and filter your schedules:

• Color-coded badges: Choose from 5 distinct colors (Blue, Green, Yellow, Red, Orange)
• Multi-tag support: Apply multiple tags to a single scheduling or sequence
• Quick filtering: Filter the scheduling table by tags to find exactly what you need
• Create anywhere: Add new tags directly from the scheduling form—no need to visit Settings

How to Use

Create Tags

1. Go to Settings > Tags
2. Click Create Tag
3. Choose a name and color
4. Your tag is ready to use!

Or create tags on-the-fly when editing a scheduling or sequence.

Add Notes & Tags to Schedules

1. When creating or editing a scheduling, scroll to the Organization section
2. Add a note in the text field
3. Click Add tags to select or create tags

Filter by Tags

On the scheduling list page, use the Tags filter to show only schedules with specific tags.

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Stay organized and never lose track of why a theme change was scheduled. Try Notes & Tags today!